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2,059 hedge funds and large institutions have $127B invested in Boeing in 2018 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 728 increasing their positions, 827 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 118

7% more funds holding

Funds holding: 1,9292,059 (+130)

5% more funds holding in top 10

Funds holding in top 10: 200209 (+9)

0.45% more ownership

Funds ownership: 69.22%69.67% (+0.45%)

0% more call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.55B

12% less repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 827

14% less capital invested

Capital invested by funds: $147B → $127B (-$20.3B)

Holders
2,059
Holders Change
+130
Holders Change %
+6.74%
% of All Funds
45.88%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.66%
New
266
Increased
728
Reduced
827
Closed
118
Calls
$3.55B
Puts
$3.55B
Net Calls
+$902K
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Dupont Capital Management
Delaware
$8.19M +$712K +2,061 +9%
BII
502
Bainco International Investors
Massachusetts
$8.18M -$390K -1,129 -4%
OI
503
Oakbrook Investments
Illinois
$8.17M -$225K -650 -3%
MAM
504
Morse Asset Management
Connecticut
$8.07M -$337K -975 -4%
EFS
505
Essex Financial Services
Connecticut
$8.02M -$1.04M -2,999 -11%
VSI
506
Verde Servicos Internacionais
Brazil
$7.99M +$8.56M +24,772 New
GG
507
Greenwood Gearhart
Arkansas
$7.94M -$4.49K -13 -0.1%
FSA
508
Fort Sheridan Advisors
Illinois
$7.92M +$8.48M +24,550 New
WTB
509
Washington Trust Bank
Washington
$7.92M -$31.1K -90 -0.4%
GMI
510
Greystone Managed Investments
Saskatchewan, Canada
$7.91M +$2.57M +7,452 +44%
RIG
511
Renaissance Investment Group
Massachusetts
$7.89M -$1.05M -3,050 -11%
BBA
512
BLB&B Advisors
Pennsylvania
$7.86M -$18.3K -53 -0.2%
B
513
Barings
North Carolina
$7.85M -$5.07M -14,670 -38%
PCM
514
Parsons Capital Management
Rhode Island
$7.79M +$484K +1,401 +6%
PAIM
515
Punch & Associates Investment Management
Minnesota
$7.78M -$162K -470 -2%
TCM
516
Tradition Capital Management
New Jersey
$7.77M +$377K +1,090 +5%
NGA
517
Naples Global Advisors
Florida
$7.5M -$128K -371 -2%
OSIA
518
O'Shares Investment Advisers
Massachusetts
$7.5M +$8.03M +23,239 New
MERSOM
519
Municipal Employees' Retirement System of Michigan
Michigan
$7.48M +$8.01M +23,190 New
HCM
520
Hodges Capital Management
Texas
$7.47M -$346K -1,001 -4%
CCM
521
Cadence Capital Management
Massachusetts
$7.45M -$382K -1,106 -5%
KRS
522
Kentucky Retirement Systems
Kentucky
$7.41M +$76K +220 +1%
SWP
523
Stratos Wealth Partners
Ohio
$7.4M +$7.93M +22,953 New
RAM
524
Riggs Asset Management
Pennsylvania
$7.26M -$42.1K -122 -0.5%
BOC
525
Barbara Oil Co
Illinois
$7.26M

BA Hedge Fund Activity: Q4 2018 in Review

2,059 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q4 2018, worth a combined $127B — down 14% from $147B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new BA positions and 118 closed out — a net gain of 148 holders — while 728 added to existing stakes and 827 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $766M. The largest seller was Cornerstone Wealth Management, cutting an estimated $622M.

  • 2,059 institutional investors held Boeing (BA) as of Q4 2018, up from 1,929 in Q3 2018.
  • Funds reported $127B of Boeing stock for Q4 2018, down 14% quarter-over-quarter.
  • 266 funds opened new Boeing positions in Q4 2018 and 118 closed out, a net change of +148 holders.
  • The largest Boeing buyer in Q4 2018 was T. Rowe Price Associates, an estimated $766M added.
  • The largest Boeing seller in Q4 2018 was Cornerstone Wealth Management, an estimated $622M sold.

Based on aggregated 13F filings for Q4 2018.